Advisor - PCG ( Commodities & Currency )

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf...

Job Title: PCG AdvisorKey Responsibilities:• Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.• Individually handling clients with the book size of 25 lacs & above.• Creation of revenue & Activation of clients through effective Advisory.• Cross selling of other products like Mutual fund, PMS, Insurance.• Handling...

JOB DESCRIPTION SUMMARY Job Title: PCG Advisor Experience: Minimum 4 years Location: Ahmedabad, Hyderabad, Bangalore, Mumbai, Surat Key Responsibilities: • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients...

JOB DESCRIPTIONSUMMARY Job Title: PCG Advisor Experience: Minimum 4 years Location: Ahmedabad, Hyderabad, Bangalore, Mumbai, Surat Key Responsibilities: • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients...

Job Title: PCG AdvisorKey Responsibilities:• Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.• Individually handling clients with the book size of 25 lacs & above.• Creation of revenue & Activation of clients through effective Advisory.• Cross selling of other products like Mutual fund, PMS, Insurance.• Handling...

PCG Advisor Broking CompaniesLooking min 4 Years of experience as Equity DealerDealing with HNI ClientDealing in PMS , AIF and Mutual fundsDo HNI Client Acquisition NISM - 8 is mandatory

Job Category Kotak Securities Department Currency Commodity channel Designation Dealer Grade E1 or E2 - Assistant Manager OR Deputy Manager Years of Exp 1 to 4 yrs Reporting to M3 M4 Location Mumbai Role Responsible for generating brokerage primarily through Currency Commodity Trading Should have basic knowledge about Commodity Currency Segment Develop and...

About the Role:We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team.Key Responsibilities:- Deliver timely and...

Job Description VP/ AVP/ Relationship Managers- PCG (Private Client Group) 1. The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling...

About the Role:We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team.Key Responsibilities:Deliver timely and...